DPW
AGO icon

DiNuzzo Private Wealth’s Assured Guaranty AGO Stock Holding History

DiNuzzo Private Wealth’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2K Hold
15
– – ﹤0.01% 841
2026
Q1 		$1.22K Hold
15
– – ﹤0.01% 812
2025
Q4 		$1.35K Sell
15
-1
-6% -$86 ﹤0.01% 777
2025
Q3 		$1.32K Sell
16
-1
-6% -$83 ﹤0.01% 788
2025
Q2 		$1.48K Hold
17
– – ﹤0.01% 723
2025
Q1 		$1.5K Hold
17
– – ﹤0.01% 695
2024
Q4 		$1.53K Hold
17
– – ﹤0.01% 699
2024
Q3 		$1.35K Buy
17
+1
+6% +$79 ﹤0.01% 756
2024
Q2 		$1.24K Buy
16
+2
+14% +$156 ﹤0.01% 707
2024
Q1 		$1.22K Hold
14
– – ﹤0.01% 657
2023
Q4 		$1.05K Buy
+14
New +$925 ﹤0.01% 684

Other funds holding AGO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return